Boston Standard Wealth Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 16 filers reported holding VANGUARD WORLD FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Boston Standard Wealth Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2023$5,181,0000.0%68,8840.0%1.37%0.0%
Q3 2023$5,181,000
-9.2%
68,884
-5.4%
1.37%
-6.2%
Q2 2023$5,703,000
+11.5%
72,786
+2.0%
1.46%
-0.7%
Q1 2023$5,117,000
-5.1%
71,354
-12.8%
1.47%
-8.2%
Q4 2022$5,391,000
-99.9%
81,857
+1.3%
1.60%
-6.4%
Q3 2022$5,085,000,000
-5.1%
80,829
+1.2%
1.71%
-0.9%
Q2 2022$5,357,000,000
-14.8%
79,905
+3.0%
1.72%
-4.4%
Q1 2022$6,289,000,000
-8.0%
77,567
-0.3%
1.80%
-5.5%
Q4 2021$6,839,000,000
+9.2%
77,807
-0.6%
1.91%
+1.9%
Q3 2021$6,265,000,000
+0.5%
78,256
+0.4%
1.87%
-0.7%
Q2 2021$6,232,000,000
+29.7%
77,917
+18.7%
1.89%
+20.7%
Q1 2021$4,805,000,000
+13.4%
65,623
+8.6%
1.56%
-1.0%
Q4 2020$4,239,000,000
+19.6%
60,412
+5.4%
1.58%
+5.6%
Q3 2020$3,544,000,000
+13.2%
57,342
+3.3%
1.49%
+5.7%
Q2 2020$3,130,000,000
+35.9%
55,500
+5.1%
1.41%
+12.9%
Q1 2020$2,304,000,000
-15.0%
52,788
+10.2%
1.25%
+3.5%
Q4 2019$2,710,000,000
+9.5%
47,898
+0.4%
1.21%
+1.3%
Q3 2019$2,476,000,000
+3.1%
47,701
+2.8%
1.19%
+1.6%
Q2 2019$2,402,000,000
+45.0%
46,389
+39.1%
1.18%
+36.3%
Q1 2019$1,657,000,00033,3610.86%
Other shareholders
VANGUARD WORLD FD shareholders Q4 2023
NameSharesValueWeighting ↓
VISA FOUNDATION 2,011,035$151,270,053100.00%
Platt Investment Counsel, LLC 368,795$27,740,79233.10%
Verde Capital Management 506,468$38,096,55814.81%
IMPACTfolio, LLC 231,427$17,407,96312.55%
Financial Network Wealth Management LLC 269,109$20,2749.90%
Cedar Wealth Management, LLC 246,534$18,544,2827.33%
Crewe Advisors LLC 346,128$26,035,7494.50%
LifeGuide Financial Advisors, LLC 96,923$7,290,5524.26%
Atlantic Private Wealth, LLC 52,564$3,953,8703.99%
DHK Financial Advisors, Inc. 51,527$3,875,8523.45%
View complete list of VANGUARD WORLD FD shareholders